Updated:
UNest Holdings
UNest is the market leader in tax-advantaged custodial investment accounts for kids. Investment advisory services are offered through UNest Advisers, LLC, an...
Overview
UNest is the market leader in tax-advantaged custodial investment accounts for kids. Investment advisory services are offered through UNest Advisers, LLC, an SEC-registered investment adviser. The platform supports family investing with gifting, brand rewards, and low-cost custodial accounts such as UTMA and UGMA.
General information
Firm type
Asset Manager
Year founded
2020
AUM
$50M+
Location
Region
North America
Country
United States
City
Laramie
Corporate office
Los Angeles, CA, United States
Sector focus
Frequently asked questions
What type of assets does UNest Holdings hold?
The assets held by UNest Holdings are not publicly disclosed. The core business of the UNest brand involves custodial investment accounts for minors, but the holding entity's portfolio composition — whether cash, equity, or other investments — is unknown.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: